Root Financial Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 7,157 shares of IJR stock, worth $836,295. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,157
Previous 5,510 29.89%
Holding current value
$836,295
Previous $602 Million 41.24%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$108.46 - $120.63 $178,633 - $198,677
1,647 Added 29.89%
7,157 $851 Million
Q2 2025

Aug 11, 2025
BUY
$90.56 - $109.49 $35,408 - $42,810
391 Added 7.64%
5,510 $602 Million
Q1 2025

Apr 24, 2025
SELL
$102.49 - $119.96 $151,685 - $177,540
-1,480 Reduced 22.43%
5,119 $535 Million
Q4 2024

Jan 29, 2025
BUY
$113.92 - $127.38 $751,758 - $840,580
6,599 New
6,599 $760 Million

Others Institutions Holding IJR

# of Institutions
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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